Transforming the document

Setting up file format conversion and watermarking.

  1. Go to the Workflow Definition window and select the Components tab.
  2. Click the ... button next to Document Transformation
  3. Go to the Activate drop-down menu and select Yes.
    The Pass Through drop-down menu will then be automatically populated with Yes and the Transformation Server field will automatically be populated with the URL for the server that contains Equitrac or Output Manager.
  4. Go to the Transformations section and select Basic Transformation from the Add drop-down menu.
  5. In the Basic Transformation Configuration window go to the Name field and enter "Word to PDF".
  6. Go to the Input Types list and select the checkboxes for DOC and DOCX.
  7. go to the Output Format drop-down menu and select PDF.
  8. Click OK to save your configuration and close the Basic Transformation Configuration window.
  9. Go to the Transformations section and select Watermark from the Add drop-down menu.
  10. In the Watermark Configuration dialog go to the Name drop-down menu and select Confidential – Vertical.
  11. Click OK to save your configuration and close the Watermark Configuration window.
  12. In the Document Transformation Process window go to the Transformations section and select User Stamping from the Add drop-down menu.
  13. Type "Archive" in the Name field.
  14. Type "To Be Archived" in the Stamp Text field.
  15. Click OK to save your configuration and close the User Stamping Configuration window.
  16. Click OK to save your configuration and close the Document Transformation Process window.